Automate the Busywork, Keep the Judgment
Why choose QuotifAI for quote automation
Every day, valuable time is lost copying quote requests from emails into your ERP; retyping data, checking rules, fixing errors. It’s slow, repetitive, and expensive.
The moment a request arrives, your digital worker gets to work. It reads emails and attachments, applies your pricing logic, and creates a structured price indication directly in your ERP. No copy-paste, no duplicate entry.
Manual effort drops. Turnaround times shrink from hours to minutes. Your team handles more quotes without adding headcount. Accurate when confident. Smart enough to ask when unsure, improving with every correction. These AI quoting software features are designed to eliminate that daily grind.
Faster turnarounds
More quotes out the door with less waiting.
Fewer errors
Standardized checks reduce back‑and‑forth and rework.
Fit to your Process
We adapt data capture, item matching, pricing rules, and output formats to your needs. QuotifAI is purpose-built for industries dealing with complex technical inquiries, such as maritime services, logistics, wholesale, and manufacturing, where speed and accuracy in high-volume quoting are critical.
ERP Connection
We create and maintain the integration to your existing systems end‑to‑end, integrating with major ERP systems like SAP, Microsoft Dynamics 365, Exact, Odoo, and custom legacy systems.
Smoother days
High‑volume periods stay manageable with dependable automation.
Start smoothly
Adopt at your pace - no disruptive big‑bang change.
Key benefits of automated quote processing
- Immediate Response: Sends fast price indications to customers, even outside working hours.
- Human‑Smart AI: Proceeds only when confident; asks for review when unsure, just like a careful colleague.
- Chaos to ERP: Turn messy descriptions into complete, ready-to-go ERP orders.
- Learns From You: Every correction improves future results automatically.
- ERP Companion: Not a replacement, but works alongside your ERP as a super‑fast, reliable worker.
- Document Capture: Reads PDFs, Excel files, and emails, extracts what matters, and prepares structured data.
- Direct to ERP: We build the ERP connection for you and keep data in sync without double entry.
- Pricing Confidence: Streamlined imports keep price data current; built‑in checks protect margins.
- Tailored Fit: We customize inputs and outputs to match your products, customers, and rules.
- Secure by Design: Each customer runs in a dedicated, isolated environment.
Your workday with QuotifAI
The chaos of the inbox
Customers rarely follow a template. They send messy requests like blurry PDF attachments, cryptic shorthand in the body of an email, or even photos of handwritten lists. To a human, this is a puzzle that takes 20 minutes to decode. To your business, it is a bottleneck. Instead of your sales team spending their morning translating these requests into your system, the software steps in the second they hit the inbox.
Turning mess into structure
This is where the heavy lifting happens. The system does not just read the email; it understands it. It identifies the line items, maps them to your specific product codes, and applies your custom pricing rules. It strips away the vagueness and builds perfectly structured data ready for your ERP. If the AI is confident, it moves forward. If a request is particularly complex, it flags it for a quick human review.
Closing the loop instantly
The result is not just data in a database; it is a finished conversation. Once the order is structured and approved, the system closes the loop. It pushes the data into your existing ERP with no manual entry or double typing. Simultaneously, a professional, structured quote is fired back to the customer. They get an answer in minutes instead of days, and your team starts their day with a win instead of a chore.
Pricelist
When suppliers share new price lists, you bring them in cleanly and quickly no messy copy-paste. Products and costs align neatly so quotes reflect what’s current and consistent with your rules. If something doesn’t look right, guardrails help you catch it before it reaches a customer. You can tweak formats and fields to match how your business works. Over time, the flow becomes routine, and your team spends less energy on spreadsheets and more on serving customers. Your margins stay protected because pricing stays organized. It’s a simpler way to keep everyone quoting from the same source of truth.
Reports
At the end of the week, you see the story of what happened: volumes, response patterns, and outcomes. Trends highlight where things are improving and where small adjustments could have a big impact. You can spot bottlenecks and highlight quick wins for the team. Clear visuals make it simple to share updates with leadership and align on priorities. As you refine processes, the changes show up in the numbers. Everyone knows what’s working and what to try next. It’s continuous improvement built into your routine.
Extra features
Build-In user management
Giving the right people the right access is straightforward and quick. New teammates get the views and actions they need, while sensitive data stays protected. As roles change, updates are just as simple, so your setup always reflects reality. A clear activity trail shows who did what and when. This builds trust across teams and helps with training and audits. You stay compliant without slowing anyone down. It’s access that supports the way you work.
Dashboard
A quick glance shows that everything is healthy and up to date. If something needs attention, it appears clearly. This makes it easy to stay confident, especially during busy periods. Your team can focus on customers instead of chasing down issues.
Learning
When a product or reference looks unfamiliar, the system suggests the best match based on your history. You confirm once, and similar requests run smoothly next time. This reduces interruptions and keeps quotes consistent and clean. Over time, your catalog and references align more tightly with how customers actually ask for things. You can review and refine learning in one place, without digging through multiple tools. Fewer mismatches mean fewer delays and fewer corrections. Your team spends more time moving work forward and less time decoding requests.
And more to come!
We’re always developing, guided by customer feedback. Our updates deliver new capabilities and thoughtful refinements without disrupting your day. We continuously strengthen useability, reliability, and performance as part of every release.